Filed December 10, 2002 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $135,964 |
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $101,398 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $69,165 |
GRANT THORNTON LLP3 years Service code 10 · EIN 36-6055558 | Accounting | $27,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $344,529 | $113,293+204.1% | $67,502+410.4% | $199,593+72.6% |
| Participation rate | 60.1% | 73.3%-13.3pp | 72.9%-12.8pp | 72.0%-11.9pp |
| Annual return | 11.95% | 15.88%-3.9pp | 3512.12%-3500.2pp | 34.25%-22.3pp |
| Employer contribution / active EE | $4,279 | $3,401+25.8% | $2,731+56.7% | $3,034+41.0% |
| Participant deferral / active EE | $5,555 | $4,159+33.6% | $4,000+38.9% | $5,087+9.2% |
| Admin fee / account holder | $80 | $103-22.4% | $3,998-98.0% | $269-70.4% |